Can customers in a report be filtered by account type?

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Posted on by Kevin Shamas

Hello,

I am looking to clean up my database and have been trying to clean the account types up. I use RMS HQ and Store, so I do most of the editing at the HQ level. All customers are global. Is there a way to in a report to filter customers by account type? Is there also a way to change all customers to one particular account type en mass? With well over 20k customers I can't afford to go through one by one, and god forbid a mistake occurs, and that one mistake holds me up.

Thanks in Advance.

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Gerald Rothaus 2,930 on at

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Re: Can customers in a report be filtered by account type?

At the top of the page , replace the old one (Customer - Customer List)
Kevin Shamas 45 on at

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Re: Can customers in a report be filtered by account type?

Thank you for this, but I just need a little more help and maybe it will work.

Where do I add this:

TablesQueried = "FROM Customer LEFT JOIN AccountType ON Customer.AccountTypeID = AccountType.ID "

I know where to add the other part . I just don't see where to add the tables queried part.
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Gerald Rothaus 2,930 on at

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Re: Can customers in a report be filtered by account type?

open the report and change tables queried to:

TablesQueried = "FROM Customer LEFT JOIN AccountType ON Customer.AccountTypeID = AccountType.ID "

Add this:

Begin Column

FieldName = "AccountType.Description"

DrillDownFieldName = "AccountType.Description"

DrillDownReportName = "AccountType"

Title = "Account #"

VBDataType = vbString

Formula = ""

ColHidden = False

ColNotDisplayable = False

FilterDisabled = False

ColWidth = 1245

GroupMethod = groupmethodNone

ColFormat = ""

End Column